Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ridgefield, CT
Every SEC-registered financial advisor at a firm office in Ridgefield who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Ridgefield; the most are at Morgan Stanley (2). 8 are also registered broker representatives.
CFP advisors in Ridgefield, A to Z
Every advisor in Ridgefield →- Melissa W. AdamsAchieve Retirement & Wealth Management, LLC · Certified Financial Planner
- Philip J. AdrianiMorgan Stanley · Certified Financial Planner
- Andrew C. DavisonStrategic Advisers LLC · Certified Financial Planner
- Nelson N. Ehinger Jr.Osaic Institutions, Inc. · Certified Financial Planner
- Brianna L. FedroStrategic Advisers LLC · Certified Financial Planner
- Evan N. KenagyColchester Investment Counsel LLC · Certified Financial Planner
- Richard A. Purkiss Jr.Purkiss Capital Advisors, LLC · Certified Financial Planner
- Curt H. Schibli Jr.Edward Jones · Certified Financial Planner, Chartered Financial Analyst
- David A. SchneiderMorgan Stanley · Certified Financial Planner
- Thomas P. SnaydPurkiss Capital Advisors, LLC · Certified Financial Planner
- Charles A. ValenzuelaCetera Investment Advisers LLC · Certified Financial Planner
- Anthony J. Veiga Jr.Stratos Wealth Partners, Ltd. · Certified Financial Planner
Firms with the most CFP professionals in Ridgefield
Morgan Stanley 2Purkiss Capital Advisors, LLC 2Strategic Advisers LLC 2Achieve Retirement & Wealth Management, LLC 1Cetera Investment Advisers LLC 1Colchester Investment Counsel LLC 1Edward Jones 1Osaic Institutions, Inc. 1Stratos Wealth Partners, Ltd. 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Ridgefield, CT?
12 SEC-registered investment adviser representatives at firm offices in Ridgefield, Connecticut list the CFP designation; Morgan Stanley employs the most of them (2).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Ridgefield?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.